The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTERO RES CORP COM 03674X106 16,998 3,073,806 SH   DFND 1,2 3,073,806 0 0
APACHE CORP COM 037411105 28,970 1,000,000 SH   DFND 1,2 1,000,000 0 0
APERGY CORP COM 03755L104 3,252 96,951 SH   DFND 1 96,951 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 13,290 619,309 SH   DFND 1,2 619,309 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 1,400 118,809 SH   DFND 1 118,809 0 0
CACTUS INC CL A 127203107 32,289 974,901 SH   DFND 1 974,901 0 0
CANADIAN NATL RY CO COM 136375102 9,263 100,000 SH   DFND 1 100,000 0 0
CIMAREX ENERGY CO COM 171798101 72,127 1,215,700 SH   DFND 1,2 1,215,700 0 0
CLEVELAND CLIFFS INC COM 185899101 20,163 1,889,670 SH   DFND 1 1,889,670 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,505 205,900 SH   DFND 1,2 205,900 0 0
CONCHO RES INC COM 20605P101 49,940 484,008 SH   DFND 1,2 484,008 0 0
ENERPLUS CORP COM 292766102 47,663 6,331,239 SH   DFND 1,2 6,331,239 0 0
EXTERRAN CORP COM 30227H106 6,245 439,164 SH   DFND 1 439,164 0 0
FIRST SOLAR INC COM 336433107 23,853 363,171 SH   DFND 1 363,171 0 0
HARSCO CORP COM 415864107 8,015 292,093 SH   DFND 1 292,093 0 0
HOLLYFRONTIER CORP COM 436106108 47,708 1,030,863 SH   DFND 1 1,030,863 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 550,883 2,950,000 SH Put DFND 1,2 2,950,000 0 0
JAGGED PEAK ENERGY INC COM 47009K107 33,724 4,077,814 SH   DFND 1,2 4,077,814 0 0
LILIS ENERGY INC COM NEW 532403201 2,794 4,580,000 SH   DFND 1,2 4,580,000 0 0
MAGNOLIA OIL & GAS CORP *W EXP 07/31/202 559663117 2,885 863,769 SH   DFND 1,2 863,769 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 56,576 4,885,671 SH   DFND 1,2 4,885,671 0 0
MARATHON OIL CORP COM 565849106 79,279 5,579,078 SH   DFND 1,2 5,579,078 0 0
MATADOR RES CO COM 576485205 40,733 2,048,965 SH   DFND 1,2 2,048,965 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 23,156 2,661,638 SH   DFND 1 2,661,638 0 0
NEW FORTRESS ENERGY LLC CL A SHS RP LLC 644393100 24,365 2,080,700 SH   DFND 1 2,080,700 0 0
NINE ENERGY SVC INC COM 65441V101 10,671 615,763 SH   DFND 1 615,763 0 0
OCCIDENTAL PETE CORP COM 674599105 76,746 1,526,372 SH   DFND 1,2 1,526,372 0 0
OCCIDENTAL PETE CORP COM 674599105 25,140 500,000 SH Call DFND 1,2 500,000 0 0
PBF ENERGY INC CL A 69318G106 16,276 520,000 SH   DFND 1 520,000 0 0
PENN VA CORP NEW COM 70788V102 22,062 719,096 SH   DFND 1,2 719,096 0 0
PRECISION DRILLING CORP COM 2010 74022D308 10,342 5,500,395 SH   DFND 1 5,500,395 0 0
PROPETRO HLDG CORP COM 74347M108 23,653 1,142,633 SH   DFND 1 1,142,633 0 0
QEP RES INC COM 74733V100 11,387 1,574,980 SH   DFND 1,2 1,574,980 0 0
RIO TINTO PLC SPONSORED ADR 767204100 18,723 300,335 SH   DFND 1 300,335 0 0
SCHLUMBERGER LTD COM 806857108 58,163 1,463,600 SH Call DFND 1 1,463,600 0 0
SCHLUMBERGER LTD COM 806857108 18,877 475,000 SH   DFND 1 475,000 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 10,707 714,744 SH   DFND 1 714,744 0 0
SRC ENERGY INC COM 78470V108 11,408 2,300,000 SH   DFND 1,2 2,300,000 0 0
STEEL DYNAMICS INC COM 858119100 10,570 350,000 SH   DFND 1 350,000 0 0
STONERIDGE INC COM 86183P102 6,198 196,443 SH   DFND 1 196,443 0 0
TALOS ENERGY INC COM 87484T108 35,056 1,457,615 SH   DFND 1,2 1,457,615 0 0
U S WELL SVCS INC CL A 91274U101 9,252 1,919,452 SH   DFND 1 1,919,452 0 0
WHITING PETE CORP NEW COM NEW 966387409 65,095 3,484,756 SH   DFND 1,2 3,484,756 0 0
WORLD FUEL SVCS CORP COM 981475106 27,130 754,461 SH   DFND 1 754,461 0 0